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Under The Hood, Pool Corporation - $POOL
Company Analysis & Valuation
23 hrs ago
•
Omar Gebaly
2
2
Under The Hood, Novo Nordisk A/S ($NVO)
Company Analysis & Valuation
Apr 13
•
Omar Gebaly
4
1
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
There is a line in Accenture’s FY2025 annual report that I keep returning to.
Apr 12
•
Omar Gebaly
1
1
The Number Banks Love, and Why you Should be Suspicious of it
There is a number that appears in almost every corporate earnings release, every leveraged buyout pitch, every bank credit memo, and almost every…
Apr 9
•
Omar Gebaly
3
1
Under The Hood, ResMed ($RMD)
Company Analysis and Valuation
Apr 8
•
Omar Gebaly
4
2
Why Nike ($NKE) Won't Make It Into the Bearhold Universe
There is a question I ask about every business before anything else: can I tell, with reasonable confidence, how this company will look in five years?
Apr 5
•
Omar Gebaly
1
2
Under the Hood, Copart ($CPRT)
Company Analysis and Valuation
Apr 3
•
Omar Gebaly
10
3
2
March 2026
The Trap of the Dollar Sign
Why percentage thinking is the only scorecard that matters
Mar 31
•
Omar Gebaly
1
1
Two Ecosystems, One Wall
What happens to robotics technology when the world’s two largest players stop competing against each other
Mar 29
•
Omar Gebaly
1
Adobe ($ADBE): The Compounding Machine Meets the "AI Fog"
A Deep Dive into Moat Erosion, Unit Economics, and why Price is not the same as Value.
Mar 26
•
Omar Gebaly
1
2
How to Value a Business, And Why Almost Everyone is Doing it Wrong
Let’s start with a simple question.
Mar 24
•
Omar Gebaly
3
4
The Mistakes I Made Before I learned That Investing is 80% Psychology
Nobody tells you this when you start investing.
Mar 23
•
Omar Gebaly
3
4
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